PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.78M
3
+$3.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$375K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$311K

Top Sells

1
+$1.47M
2
+$290K
3
+$281K
4
AAPL icon
Apple
AAPL
+$273K
5
ARKK icon
ARK Innovation ETF
ARKK
+$251K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.18K ﹤0.01%
+75
627
$4.17K ﹤0.01%
1,000
628
$4.1K ﹤0.01%
60
629
$3.9K ﹤0.01%
54
-51
630
$3.75K ﹤0.01%
18
+10
631
$3.57K ﹤0.01%
+125
632
$3.38K ﹤0.01%
224
+20
633
$3.28K ﹤0.01%
35
634
$3.25K ﹤0.01%
223
635
$3.24K ﹤0.01%
+55
636
$3.17K ﹤0.01%
30
-12
637
$3.13K ﹤0.01%
+42
638
$3.1K ﹤0.01%
+25
639
$3.08K ﹤0.01%
300
640
$3.05K ﹤0.01%
75
641
$3.02K ﹤0.01%
404
642
$2.98K ﹤0.01%
107
643
$2.87K ﹤0.01%
+29
644
$2.72K ﹤0.01%
73
-550
645
$2.71K ﹤0.01%
14
646
$2.66K ﹤0.01%
299
647
$2.64K ﹤0.01%
8
648
$2.59K ﹤0.01%
17
649
$2.54K ﹤0.01%
350
650
$2.52K ﹤0.01%
26
-20
24 25
26
27 28